IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JDM Financial Group LLC

Q1 2026 Holdings

Filed 2026-05-21 | 318 holdings | $259.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$13.8K2200.0%
ELI Lilly & Co COM(LLY)Stock532457108$13.8K150.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$13.8K1100.0%
John Hancock Multifactor Mid Cap ETF(JHMM)ETF47804J206$14.3K2130.0%
Perspective Therapeutics Inc COM New(CATX)Stock46489V302$14.6K3,5000.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$14.7K4830.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$14.9K4800.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$14.9K5120.0%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$15.3K2030.0%
Philip Morris Intl Inc(PM)Stock718172109$15.7K950.0%
Quanta Svcs Inc COM(PWR)Stock74762E102$15.9K290.0%
Constellation Energy Corp COM(CEG)Stock21037T109$16.2K580.0%
Ishares Msci India ETF(INDA)ETF46429B598$16.2K3460.0%
BlackRock Inc COM(BLK)Stock09290D101$16.3K170.0%
Vanguard S&P 500 Value ETF(VOOV)ETF921932703$16.5K810.0%
Banco Santander SA ADR(SAN)ADR05964H105$16.6K1,4740.0%
Conocophillips COM(COP)Stock20825C104$16.6K1260.0%
Invesco Aerospace & Defense ETF(PPA)ETF46137V100$16.7K1010.0%
Honeywell Intl Inc COM(HON)Stock438516106$17.0K750.0%
Vanguard Russell 3000 ETF(VTHR)ETF92206C599$17.0K590.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$18.1K890.0%
US Bancorp COM New(USB)Stock902973304$18.9K3630.0%
Ishares U.S. Equity Factor ETF(LRGF)ETF46434V282$19.1K2890.0%
Avantis U.S. Small Cap Value ETF(AVUV)ETF025072877$19.1K1730.0%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$20.3K6170.0%
Ishares Biotechnology ETF(IBB)ETF464287556$20.4K1210.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$20.5K640.0%
Mckesson Corp COM(MCK)Stock58155Q103$21.6K250.0%
Vanguard Health Care ETF(VHT)ETF92204A504$21.8K800.0%
T-Mobile US Inc COM(TMUS)Stock872590104$21.8K1040.0%
Innovator International Developed Power Buffer ETF February(IFEB)ETF45783Y350$22.7K7610.0%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$24.3K2540.0%
Abbott Laboratories COM(ABT)Stock002824100$24.6K2400.0%
Vanguard European(VGK)ETF922042874$25.7K3120.0%
Invesco Preferred ETF(PGX)ETF46138E511$25.8K2,3700.0%
State Street Spdr S&P 400 Mid Cap Growth ETF(MDYG)ETF78464A821$25.8K2690.0%
Invesco Financial Preferred ETF(PGF)ETF46137V621$26.0K1,8900.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$27.0K730.0%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$27.4K5600.0%
Ishares U.S. Technology ETF(IYW)ETF464287721$27.4K1510.0%
Baxter Intl Inc COM(BAX)Stock071813109$27.6K1,6450.0%
Vanguard Financials ETF(VFH)ETF92204A405$29.0K2400.0%
Cisco SYS Inc(CSCO)Stock17275R102$31.0K4000.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$31.1K1,0690.0%
Innovator International Developed Power Buffer ETF August(IAUG)ETF45783Y145$31.7K1,1050.0%
Ishares TR S&P 100 Index Fund(OEF)ETF464287101$31.8K1000.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$32.6K1080.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$35.9K4880.0%
Baidu COM ADR(BIDUN)ADR056752108$36.2K3250.0%
Vaneck High Yield Muni ETF(HYD)ETF92189H409$37.0K7380.0%
PreviousPage 4 of 7Next